S1E52: Analyzing a Roth Conversion Strategy with Matt Addington
The John Chapman Show Podcast
English - August 04, 2020 12:00 - 16 minutes - 15.4 MB - ★★★★★ - 4 ratingsBusiness investing health entrepreneur business passive investing cashflow tax rentals syndications apartments Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How To Avoid The Top 3 Medicare Mistakes with Bob Bernardo
John talks with his fellow financial advisor and WorthPointe coworker Matt Addington in the Dallas TX office about how to decide whether a Roth Conversion is an effective strategy in your retirement plan.
During the episode, John and Matt first share some insight into what exactly a Roth Conversion is, and how it's different from things like a Roth IRA contribution.
Matt also talks about weighing the risks and opportunities of paying taxes now vs. sometime in the future when tax rates could have changed.
*Be sure to incorporate your tax advisor in this conversation since this is just education and not tax advice*
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